Experience

Evershore Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Recruiting

  • Jul 2022 - Present

  Evershore Financial Group is a full-service financial firm offering a variety of products and services from some of the strongest and most respected companies in the industry. Under the leadership of Robert D. Barboni, CFP®, Evershore specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. We're everything you want your financial services company to be. For more information on our firm, our advisors, and what we do, please visit our beautiful and re-vamped website at www.evershore.com! Show less



Guaranteed Rate

• United States
• Financial Services
• 700 & Above Employee

• Regional Closing Manager

  • Apr 2021 - May 2022

  ● Over a 5 month period, trained team of 10 new, remote closers in VA, FHA, USDA via group and real-time resulting in top closers for GR.● Used annual reviews to track KPIs, develop company culture, and set performance goals for routine monthly 1:1s with closers: increased morale and performance, while decreasing overtime and suspense findings.● 2nd level suspense reviews and daily compliance updates reduced monetary investor findings by 75%.● Proactively built dynamic relationships with sales, processing, underwriting, leadership and title partners to identify ways to improve the borrower experience and areas of opportunity within the closing process.● Created closer email templates for more efficient communication during closing process for more streamlined experience. Show less

• Assistant Regional Closing Manager

  • Sep 2020 - Apr 2021



Truist

• United States
• Financial Services
• 700 & Above Employee

• Branch Leader

  • Dec 2019 - Sep 2020

  ● Led team to achieve over 110% of branch plan in the second quarter of management role during pandemic by engaging in needs-based conversations and proactively outbound calling both personal and business clients while maintaining ethical vision and values to ensure client loyalty. ● Built rapport and partnerships with Relationship Managers (Financial Advisors, Mortgage Loan Officers, Private Wealth, etc.) expanding revenue, client service, and branch success. ● Daily training and development routines increased the quality of teller and banker conversations, referrals, and teammate collaborations as measured by individual KPIs and overall branch success. ● Coordinated with the Area Operations Officer and Teller Coordinator weekly to ensure the branch maintains minimal operational risk. Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker IV

  • Nov 2018 - Dec 2019



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Closing Specialist IV (VA)

  • Jul 2015 - Oct 2018

  • Streamlined loan review process maximized loan closings allowing for over 440 closings per year individually on average. • Implemented a new post-closing borrower call system measurably increasing overall customer loyalty scores in North Georgia. ● Provided leadership, direction, and training for new teammates during onboarding. ● Created detailed loan review checklists for VA, FHA and conventional loans to provide accuracy and compliance in a fast-paced environment. ● Ensured loan progress and borrower experience by maintaining communication with loan team and attorney. Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker IV

  • Jan 2013 - Jul 2015

  Provided financial solutions to meet client needs such as deposit and credit including all product and service lines. • Conducted effective consultative client conversations and used partnerships with other departments to ensure customer satisfaction consistent at 100% monthly. • Coached branch employees in compliance and risk management significantly improving the branch metric for personal banker audits. Provided financial solutions to meet client needs such as deposit and credit including all product and service lines. • Conducted effective consultative client conversations and used partnerships with other departments to ensure customer satisfaction consistent at 100% monthly. • Coached branch employees in compliance and risk management significantly improving the branch metric for personal banker audits.



Luxottica Retail

• Orlando, Florida Area

• Store Manager, Sunglass Hut

  • Jun 2009 - Feb 2015

  ● Partnered with the Regional Manager to oversee all the daily functions of the store, including selling, coaching, merchandising, talent acquisition, and retail excellence. ● Engaged and inspired teams to achieve maximum potential by modeling behavior that fosters energy, ownership, teamwork, and personal commitment. ● Pursued, attracted, hired, coached, and retained talented associates by setting clear performance expectations. ● Increased store revenue from 85% of monthly goal to 150% over two months as a direct result of my management; Turnover decreased to 0% from 25% quarterly as a direct result of my management. Show less



Hannah's Hope--School for Children with Autism

• Corpus Christi, Texas Area

• Lead Teacher

  • Jun 2006 - Jun 2009

  Trained all teachers to develop lesson plans and follow curriculum implementation that addressed the individual needs of each child. Performed ongoing developmental evaluations of children and teachers as required by funding sources. • Developed weekly plans and implemented age-appropriate curriculum to nurture and stimulate all domains of children’s development. • Initiated a trial pilot program for communication devices allowing for a remarkable increase in verbal and nonverbal communication for the children. Show less